+106.1%
KMI vs ROIV
+314.9%
-208.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.2% | -6.9% | -1.2% |
| 7D | -10.8% | +5.3% | -16.1% | -11.1% |
| 30D | -5.0% | +11.9% | -16.9% | -5.9% |
| 3M | -3.4% | +10.7% | -14.1% | -4.3% |
| 6M | -3.4% | +34.9% | -38.3% | -6.2% |
| YTD | +13.1% | +79.2% | -66.1% | +5.5% |
| 1Y | +19.0% | +89.0% | -70.0% | +9.9% |
| 3Y | +106.1% | +337.3% | -231.2% | +62.3% |
| All | +106.1% | +314.9% | -208.8% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ROIV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling